AI Value Investment Report Records Astonishing 63.96% Return

July 1, 2026: 'AI Value Investment Portfolio' Continues Steady Growth Amid Volatility

On the morning of July 1, 2026, the Korean stock market faced strong downward pressure, with the KOSPI index plummeting over 2% and showing overall sluggishness. In contrast, the KOSDAQ displayed relative strength, rising 1.44%. The New York Stock Exchange saw mixed performance, but the Philadelphia Semiconductor Index surged 3.92%, showcasing the resilience of the tech sector. Amidst these market conditions, the **AI Value Investment Portfolio** continued its robust growth, recording an astonishing cumulative return of 63.96% as of the previous day. Despite aggressively managing the portfolio with no cash reserves, it has achieved steady asset appreciation, primarily driven by key AI-related tech stocks.

Asset Trend: A Solid Upward Curve

Examining the asset trend over the last five trading days, the portfolio has shown a firm upward trajectory. Total assets, which started at approximately $16.3 billion on June 24, experienced a slight dip on June 26 but quickly recovered, reaching near a record high of $16.39617 billion by June 30. This suggests not only the strong performance of individual stocks but also the effectiveness of strategic trade timing within the portfolio. Maintaining full investment status without cash reserves, despite high returns, demonstrates a strong conviction in core growth drivers despite market volatility.

Key Holdings Analysis: Balancing Valuation and Growth

The core of the current portfolio lies in concentrated investments in AI chips and related technology stocks. **NVIDIA (NVDA)**, trading at $194.97, has shown significant gains from its purchase price, acting as a primary driver for the portfolio. While its P/E ratio of 29.9 might seem high, its low PEG ratio of 0.59 suggests attractive valuation considering its strong growth potential. **Broadcom (AVGO)**, with a P/E ratio of 62.1, also presents value with a PEG ratio of 0.66, indicating it's undervalued relative to its growth, demonstrating stable profit generation capabilities as a key player in AI infrastructure development.

Meanwhile, **AMD (AMD)**, despite a high P/E ratio of 178.6, has a PEG ratio of 1.25 and is assessed as a key company set to benefit from AI market growth alongside NVIDIA. **Micron (MU)**, with a P/E ratio of 25.9 and a remarkably low PEG ratio of 0.17, offers maximized valuation appeal due to the confluence of improving memory semiconductor market conditions and increased AI demand. The leverage ETF **SOXL (Direxion Daily Semiconductor Bu)**, essential for accelerating AI computations, also shows positive performance, tracking the broader semiconductor sector's rally with a P/E ratio of 50.9 and a PEG of 1.05.

**Meta (META)**, the only stock adjusted from a sell perspective, maintains a reasonable valuation with a P/E of 20.5 and a PEG of 0.80, though some profit-taking has occurred for portfolio weighting adjustments. **Amazon (AMZN)**, with a P/E of 31.6 and a PEG of 1.83, faces some valuation pressure relative to its growth but is held for the long term, considering the scalability of its AI-driven cloud services and e-commerce businesses.

Recent Trades Review: Strategy of Selection and Concentration

Reviewing recent trade records reveals a clear strategy from the portfolio management team. The additional purchase of **NVIDIA (NVDA)** on June 26 reaffirmed confidence in its strong growth momentum driven by surging AI chip demand and its valuation appeal based on a low PEG ratio. This is interpreted as strengthening the 'selection and concentration' strategy on core AI industry players. The partial sale of **SOXL** on June 19 was a profit-taking measure to prepare for short-term volatility and maintain portfolio balance. The purchase of **Micron (MU)** in early June was a strategy to capitalize on its extreme undervaluation, accompanied by a partial reduction in **SOXL**'s weighting, interpreted as a composite judgment for profit-taking after a sharp rise and risk management.

Market Outlook: Maintaining Caution Amid Positive Momentum

Positive momentum centered on tech stocks, exemplified by the strength of the Philadelphia Semiconductor Index, is currently discernible in the market. While volatility persists, with the KRW/USD exchange rate facing upward pressure around 1555, solid earnings forecasts from major tech companies and the sustained growth of the AI industry are supporting investor sentiment. The decline in gold futures prices suggests weakening preference for safe-haven assets, and the drop in the VIX index indicates a somewhat reduced market anxiety. However, the US 10-year Treasury yield exceeding 4.4% and showing an upward trend again could pose a burden on tech stock valuations, necessitating close monitoring of macroeconomic indicator changes to reassess investment strategies. The AI Value Investment Portfolio will continue to pursue stable performance through steadfast investment in undervalued growth stocks amidst this market environment.

※ This report analyzes the simulated operational history of the AI Value Investment Portfolio and is not investment advice. Actual investments should be made based on individual judgment and responsibility.